BOM Administration – CPQ Online Help

BOM Administration

Selection Charts

Selection Charts are used to logically separate groups of BOM conditions (e.g. Hardware Components, Software Components, Maintenance Components).

Figure A - BOM List
To create a new Selection Chart, select Add New button. To edit an existing Selection Chart, select next to chart’s name. Both actions will open a Selection Chart admin page.

Figure B - Selection Chart Administration

If new selection chart is being added, it has to be saved by clicking on the Save button after the Name has been defined. Without saving other tabs will not be accessible. On the Definition Tab only Name is required. Name and description are limited to 50 characters in length. Begin date is defaulted to current data and end date is defaulted to 10 years from current date. To make the selection chart active only during a certain date range (or to deactivate a chart without deleting it) specific date ranges can be entered.

Attributes

Products consist of many attributes. Not all attributes are relevant for a particular selection chart. On the Attributes tab only attributes relevant to that selection chart can be selected.

Figure C - Attributes Selection

To select attributes, select ton or more attributes in Available list and click on ”»” button to move them to Selected list. To remove attributes, do the reverse and click on ”«”. Once all the changes have been made, click the Save button to save the changes.

Part Types

Each BOM condition, as a result, selects a part or a component. To select which categories resulting parts come from, on the Part Types tab we can select one or more categories and make them available to the selection chart. There has to be at least one part type category selected for the chart.

Figure D - BOM Part Types

First, a New Part Type hast to be added to the available Part Types list. Available Part Types are shared with all selection charts for the products. To add a new party type, click on the Add New Part Type button. This will pop up a window to select any category.

Figure E - Category Selection

Select a category and click on Add Selected. After adding one or more part types, select any part type in the Available list and move it to the Selected list by clicking on ”»”. To remove a part type from the selected list, select it and click on ”«” to move it back to the Available list. To completely remove a part type from the list of available part types, select it and click on Remove Part Type button. After all the changes have been made, click on the Save button to make sure all the changes are saved.

Conditions

BOM conditions are rules that define what Part Type/Component will be selected if the condition is evaluated to be true.

To add a new condition, click on the Add New button. This will open a pop up to create an empty condition.

Figure G - Adding BOM Condition

Select Part Type, Part, Quantity and Description. Parsed Part can also be entered and if it has any value it will take precedence over a selected part. For example, if instead of Network cable we wanted to select a value of some attribute, we could enter <*Value(SomeAttribute)*> in Parsed Part section. Quantity is also a parsed value. In above example we have 1, but could have also said <*Value(SomeNumericAttribute)*>. Click on Add/Edit Condition to save the selection.
After conditions have been added it will look like this.
To actually select attribute values that define the condition, click on ”++” to expand the list of attributes.
Click on the button with attribute name to select values. This will open a popup to create a formula for that attribute.
Expression field is automatically populated as Values in the dropdown are selected. Each time a new value is selected it is automatically appended to the end of the expression and prefixed with value selected in Type (or, and, not, to). After creating an expression, click on Save to compile the expression and add it to the condition.

After all the conditions have been defined, it will look similar to the above. All conditions are compiled as soon as expression for an attribute is added.

Export

A selection chart can be exported in a comma separated value (csv) text format. The exported file can be manually modified and later imported into the same selection chart (or another selection chart that has the same attributes and part types defined). To export a chart, click on the Export button on the Export tab. After the export is completed, a link is provided to download the file.
Sample output of the exported file looks like this:

Hard Drive,Processor,Memory,Part Type,Part Id,Quantity
60 or 100,,512,Hardware,Network cable,1
,C3,,Hardware,Printer Toner,2

The first row has attribute names, part type, id and quantity. All other rows have condition expressions separated by commas and part type name, part name (if it is a parse value, it should be prefixed with [parsed] – e.g. instead of Network cable it would be [parsed]<*Value(SomeAttribute)*> ) and quantity.

Import

To import conditions to a selection chart, on the Import tab select a file form a dropdown or upload a new file. A file has to be in the format as for export. To start the import. Click on the Start Import button.

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